SBA Relationship Manager
Overview:
In this role you will drive new business and strengthen commercial client partnerships by delivering tailored lending and banking solutions. You will act as a trusted advisor throughout the loan process, focusing on SBA and commercial opportunities and coordinating with credit teams to close transactions. You will build and nurture a network of referral contacts while monitoring credit quality and ensuring policy compliance. This position offers hybrid work and a chance to contribute to portfolio growth and client success in a relationship-driven bank. Compensation / Benefits Hybrid remote work Maternity and parental leaves Wellness discounts Healthcare premium sharing Employer contributions to HSA100% 401(k) matching up to 4%Responsibilities Originate and underwrite SBA and commercial loan opportunities Collaborate with clients, internal stakeholders, and credit teams to drive transactions from prospecting to closing Review loan documents for accuracy and ensure compliance with policies Develop and maintain a referral network through networking and community events Monitor portfolio credit quality and administer ongoing loan performance Assist in closing, onboarding, and SBA/Bank-required processes Stay updated on SBA policy changes and systems (E-Tran, SBAOne) Coordinate loan origination and portfolio management activities as applicable
Key requirements:
- Bachelor's degree in BA/BS or related area 2 years SBA lending or portfolio management experience in a financial institution
- Strong financial analysis and credit presentation skills
- Understanding of SBA SOP (latest version) and Servicing SOPGood customer management and problem-solving abilities
- Proficient in Microsoft Office
- Knowledge of banking products and services
- Ability to present credit requests in line with Bank policy and SBA SOPsCustomer management
Problem-solving
Relationship-building
Microsoft Office proficiency
Financial analysisSBA SOP knowledge